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Gould Financial Group

EST. AUM
$500,000,000

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Firm Details

Metro area Chicago
CRD Number
Website gouldfinancialgroup.com
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Overview

Gould Financial Group is a Chicago-based wealth management team that merged with Heritage Planning Partners in early 2026. Operating as part of the Northwestern Mutual Private Client Group, the firm specialized in holistic financial guidance for high-net-worth individuals, medical professionals, and business owners. Following the merger, the firm adopted a family office-style model, integrating its decades of expertise in risk protection and investment management to provide a comprehensive suite of services including estate and executive benefits planning.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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